Latest Institutional Transactions on Berkshire Hathaway Inc Class B (BRK-B)
This table provides information on the latest institutional transactions involving Berkshire Hathaway Inc Class B (BRK-B) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Shearwater Capital LLC
|
BUY
|
- |
38+ 8.68% |
$18.4K - $20.5K
|
476
$231K
|
|
|
Jul 14, 2025
Q2 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
188+ 46.19% |
$90.9K - $101K
|
595
$289K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
4.82K+ 7.6% |
$2.33M - $2.6M
|
68.2K
$33.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Clio Asset Management LLC
Charlottesville, VA |
SELL
|
- |
-209- 0.81% |
$101K - $113K
|
25.5K
$12.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
541+ 7.35% |
$262K - $292K
|
7.9K
$3.83M
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
313+ 2.28% |
$151K - $169K
|
14.1K
$6.82M
|
|
|
Jul 14, 2025
Q2 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
7+ 0.33% |
$3.38K - $3.78K
|
2.16K
$1.05M
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-60- 2.94% |
$29K - $32.4K
|
1.98K
$961K
|
|
|
Jul 14, 2025
Q2 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
560+ 3.64% |
$271K - $302K
|
15.9K
$7.73M
|
|
|
Jul 14, 2025
Q2 2025
|
Foundation Resource Management Inc
|
SELL
|
- |
-1.2K- 1.22% |
$578K - $646K
|
96.6K
$46.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-30- 3.09% |
$14.5K - $16.2K
|
941
$456K
|
|
|
Jul 14, 2025
Q2 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
11+ 0.09% |
$5.32K - $5.94K
|
11.8K
$5.72M
|
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-111- 7.98% |
$53.7K - $59.9K
|
1.28K
$621K
|
|
|
Jul 14, 2025
Q2 2025
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
31+ 2.8% |
$15K - $16.7K
|
1.14K
$552K
|
|
|
Jul 14, 2025
Q2 2025
|
Edge Wealth Management LLC
|
SELL
|
- |
-580- 1.41% |
$280K - $313K
|
40.7K
$19.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
140+ 0.14% |
$67.7K - $75.6K
|
100K
$48.5M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.04K- 4.57% |
$987K - $1.1M
|
42.6K
$20.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-24- 2.12% |
$11.6K - $13K
|
1.11K
$536K
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
113+ 3.19% |
$54.6K - $61K
|
3.65K
$1.77M
|
|
|
Jul 14, 2025
Q2 2025
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-53- 0.26% |
$25.6K - $28.6K
|
20K
$9.72M
|
|
|
Jul 14, 2025
Q2 2025
|
Chico Wealth Ria
|
SELL
|
- |
-100- 9.05% |
$48.3K - $54K
|
1.01K
$487K
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
316+ 10.22% |
$153K - $171K
|
3.41K
$1.65M
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
121+ 0.16% |
$58.5K - $65.3K
|
76.5K
$37.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
SELL
|
- |
-29- 3.7% |
$14K - $15.7K
|
754
$366K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-666- 6.53% |
$322K - $360K
|
9.53K
$4.62M
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
984+ 6.24% |
$476K - $531K
|
16.8K
$8.13M
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
50+ 5.17% |
$24.2K - $27K
|
1.02K
$493K
|
|
|
Jul 14, 2025
Q2 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
353+ 28.63% |
$171K - $191K
|
1.59K
$769K
|
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
102+ 3.26% |
$49.3K - $55.1K
|
3.23K
$1.57M
|
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
816+ 11.18% |
$395K - $440K
|
8.12K
$3.94M
|
|
|
Jul 14, 2025
Q2 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
19+ 0.8% |
$9.19K - $10.3K
|
2.4K
$1.16M
|
|
|
Jul 14, 2025
Q2 2025
|
Infinity Wealth Counsel, LLC
Loveland, OH |
BUY
|
- |
35+ 7.48% |
$16.9K - $18.9K
|
503
$244K
|
|
|
Jul 14, 2025
Q2 2025
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-1.1K- 6.14% |
$531K - $593K
|
16.8K
$8.14M
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
BUY
|
- |
458+ 2.4% |
$221K - $247K
|
19.6K
$9.49M
|
|
|
Jul 14, 2025
Q2 2025
|
Scharf Investments, LLC
|
SELL
|
- |
-2.19K- 0.5% |
$1.06M - $1.18M
|
437K
$212M
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
SELL
|
- |
-79- 0.36% |
$38.2K - $42.6K
|
22.1K
$10.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-190- 6.67% |
$91.9K - $103K
|
2.66K
$1.29M
|
|
|
Jul 14, 2025
Q2 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-422- 4.95% |
$204K - $228K
|
8.11K
$3.93M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.42K+ 7.55% |
$1.17M - $1.31M
|
34.5K
$16.7M
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
SELL
|
- |
-210- 5.8% |
$102K - $113K
|
3.41K
$1.65M
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-57- 0.12% |
$27.6K - $30.8K
|
48.9K
$23.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
233+ 0.4% |
$113K - $126K
|
58.5K
$28.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
100+ 2.48% |
$48.3K - $54K
|
4.14K
$2.01M
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
7+ 0.06% |
$3.38K - $3.78K
|
11K
$5.31M
|
|
|
Jul 14, 2025
Q2 2025
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-221- 2.54% |
$107K - $119K
|
8.46K
$4.11M
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1.08K+ 4.85% |
$520K - $580K
|
23.2K
$11.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
1.16K+ 57.68% |
$559K - $624K
|
3.16K
$1.53M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
2.8KNew |
$1.35M - $1.51M
|
2.8K
$1.36M
|
|
|
Jul 14, 2025
Q2 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
30+ 2.49% |
$14.5K - $16.2K
|
1.23K
$598K
|
|
|
Jul 14, 2025
Q2 2025
|
Arlington Partners LLC
|
SELL
|
- |
-1K- 6.91% |
$483K - $540K
|
13.5K
$6.53M
|